Institutional Fund
Granite Group Advisors, LLC
Stamford, CTCIK 20181145 filings on record
Portfolio Value
$165.33M
Q1 2026
Holdings
86
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-6.4%
from $176.55M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Disney Walt Co39.1%
- Microsoft Corp3.5%
- Apple Inc2.4%
- Itt Inc2.4%
- Pnc Finl Svcs Group Inc2.1%
- Starbucks Corp1.9%
- Other48.7%
Portfolio Holdings
86 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Disney Walt Co | 675.7K | $64.71M | 39.1% | 0 | Held |
| 2 | Microsoft Corp | 15.5K | $5.78M | 3.5% | +2.3K | Added |
| 3 | Apple Inc | 15.4K | $3.90M | 2.4% | +24 | Added |
| 4 | Itt Inc | 19.8K | $3.89M | 2.4% | 0 | Held |
| 5 | Pnc Finl Svcs Group Inc | 15.9K | $3.41M | 2.1% | +120 | Added |
| 6 | Starbucks Corp | 32.7K | $3.11M | 1.9% | +48 | Added |
| 7 | Us Bancorp Del | 57.8K | $3.11M | 1.9% | +924 | Added |
| 8 | Pepsico Inc | 20.2K | $3.10M | 1.9% | −402 | Reduced |
| 9 | Jpmorgan Chase & Co. | 10.4K | $3.09M | 1.9% | +372 | Added |
| 10 | Texas Instrs Inc | 15.4K | $3.08M | 1.9% | +91 | Added |
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